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Symphony Asset Management’s Walker & Dunlop WD Stock Holding History

Symphony Asset Management’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,887
Closed -$769K – 159
2019
Q4 		$769K Buy
11,887
+3,446
+41% +$218K 0.17% 75
2019
Q3 		$472K Buy
+8,441
New +$474K 0.1% 113
2018
Q2 		– Sell
-28,182
Closed -$1.67M – 298
2018
Q1 		$1.67M Sell
28,182
-13,541
-32% -$672K 0.21% 112
2017
Q4 		$1.98M Buy
41,723
+22,481
+117% +$1.15M 0.2% 119
2017
Q3 		$1.01M Buy
+19,242
New +$938K 0.11% 181
2016
Q3 		– Sell
-25,311
Closed -$577K – 432
2016
Q2 		$577K Sell
25,311
-15,867
-39% -$371K 0.06% 225
2016
Q1 		$999K Sell
41,178
-13,404
-25% -$317K 0.11% 189
2015
Q4 		$1.57M Sell
54,582
-28,984
-35% -$836K 0.17% 139
2015
Q3 		$2.18M Buy
83,566
+67,251
+412% +$1.68M 0.26% 97
2015
Q2 		$436K Sell
16,315
-4,611
-22% -$102K 0.05% 297
2015
Q1 		$371K Buy
+20,926
New +$355K 0.04% 385
2013
Q3 		– Sell
-38,146
Closed -$667K – 389
2013
Q2 		$667K Buy
+38,146
New +$691K 0.06% 273

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Symphony Asset Management's WD Position: Q1 2020 in Review

Symphony Asset Management sold out of Walker & Dunlop (WD) in Q1 2020, closing a stake of 11,887 shares — an estimated $769K sold.

Symphony Asset Management first reported a position in WD in Q2 2013 and held it in 12 quarters. The position peaked at $2.18M in Q3 2015. 190 funds tracked by Wall St. Rank hold WD as of Q1 2020.

  • Symphony Asset Management reported no remaining Walker & Dunlop position as of Q1 2020 after selling out during the quarter.
  • Symphony Asset Management sold 11,887 Walker & Dunlop shares in Q1 2020, an estimated $769K.
  • Symphony Asset Management first reported a position in Walker & Dunlop in Q2 2013 and held it in 12 quarters.
  • Symphony Asset Management's Walker & Dunlop position peaked at $2.18M in Q3 2015.
  • 190 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2020.

Based on Symphony Asset Management's 13F filing for Q1 2020, filed 12 May 2020.